What Is Tactical Planning? Definition and Benefits

Tactical planning is a type of planning that involves breaking down a long-term strategic plan into smaller and more distinct short-term plans. Companies and teams frequently use this type of plan when they have long-term goals that extend further than two or three years.

What is Tactical Planning | Explained in 2 min

When to use a tactical plan

Tactical planning is best used in the following situations:

In summary, short-term goals or objectives are most frequently achieved through tactical planning.

What is tactical planning?

After a company or team develops a strategic plan, tactical planning is the next step taken to divide that plan into more manageable objectives and goals. Setting goals and determining how they will be accomplished through actions and steps are done using a tactical plan. The majority of tactical plans specify the precise measures or actions that will be taken to accomplish the objectives of the bigger strategic plan. To guarantee that they are completed promptly, these actions or steps are then frequently assigned to the suitable team members or employees.

Tactical planning is typically used when a team or business needs to react quickly to an issue or situation. For instance, to win a bid from another company, a company must develop a strong, persuasive proposal. This proposal is frequently made using a tactical approach, which entails a number of minor steps, such as lowering the bid price, to help the business beat out the competition.

Elements of a tactical plan

The following are the crucial components of an effective tactical plan:


The primary element of a tactical plan is its goals. SMART goals are generally appropriate because they guarantee that each goal is well-defined and attainable. Specific, Measurable, Attainable, Relevant, and Time-bound (SMART) is an acronym. A tactical plan should contain short-term objectives that can be completed in one year or less. However, these objectives might be fulfilled in order to assist a long-term objective that is a part of a strategic plan.

Start with the first step required to accomplish each goal in order to create effective goals in your tactical plan. Afterward, divide each objective into further actions that will ultimately result in achievement of the objective. Make sure each goal has a deadline, can be measured, and is realistic to increase the likelihood that you’ll achieve it.


A tactic is a method you employ to accomplish each goal you set forth in your tactical plan. As an illustration, if your objective is to create a new product package for clients over the course of the next year, strategies that would help you achieve this objective include asking clients what kinds of products they find most useful and conducting A/B testing on product packaging to determine which type of packaging is most effective.

Typically, tactics don’t have deadlines; instead, they’re just there to help you reach each goal. In addition, tactics, which are broader actions that will be taken to accomplish the goal, are not regarded as steps.


The steps that will be taken to accomplish each goal are an additional crucial component of a tactical plan. Actions are specific tasks or steps that must be carried out in order to advance toward a goal. Creating a list of the products that will be included in the package and determining the package’s price, for instance, are two actions that could be taken to support the objective of developing a new product package using the same scenario as in the previous section.


The resources needed to carry out each action in the tactical plan are yet another crucial component. Resources are anything needed to complete the tasks in the plan, and they can include things like supplies, machinery, new hires, money, and outsourcing. As an illustration, if one of the tasks in your tactical plan is to create a list of the products that will be included in a product package, the resources you’ll need are time and the list of products.


A tactical plan must also include a timeline or deadline. There must be a deadline for each task or action in your tactical plan. It can be challenging to decide which task is most important and should be completed first without a deadline. You can arrange tasks or actions on a timeline in the manner in which they must be carried out in order to accomplish your goals.

Benefits of a tactical plan

The execution of strategic planning at all levels of a company is aided by tactical plans. A tactical plan has the following major advantages:

Disadvantages of a tactical plan

Here are a few potential disadvantages of tactical planning:


What is tactical and strategic planning?

When to create a tactical plan
  1. Specific goals inspire. Set a clear goal that has specific outcomes.
  2. You can accomplish measurable objectives, and you’ll be able to tell when you’ve done so.
  3. Attainable goals can be reached. …
  4. Relevant goals make sense for your business. …
  5. Time-bound goals have a deadline.

What are the 6 steps in tactical planning?

Advantages of tactical planning
  • It is adaptable and can be changed depending on the situation.
  • It serves as a platform for achieving short-term objectives in the long run.
  • It provides an action plan to the team.
  • It is targeted and offers tangible results.

What are the steps in tactical planning?

Strategic planning outlines the long-term, overarching objectives that a person or organization wants to accomplish. Additionally, tactical planning describes the immediate steps and activities that need to be taken to realize the objectives outlined in the strategic plan.

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